Richard Felice
Financial Adviser
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About
Richard Felice is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Commerce from the University of Wollongong (2008), a Certified Financial Planner designation from the Financial Planning Association of Australia (2011), and a Graduate Diploma of Financial Planning from Kaplan Professional (2012), Richard possesses a strong educational foundation. He also holds an ASX Listed Products Accreditation, ensuring expertise in listed investments. As a member of the Financial Advice Association of Australia (FAAA) and a Certified Financial Planner with the Financial Planning Association (FPA), Richard adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. This allows him to create tailored strategies to meet your specific needs and objectives. Richard provides advice in the following key areas: • Superannuation advice • Insurance • Wealth management • Retirement planning Ready to take control of your financial future? Contact Richard Felice today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What services does Richard Felice offer?
Richard Felice provides comprehensive financial advice, including superannuation advice, insurance, wealth management, and retirement planning. He can help you develop a tailored financial plan to achieve your goals.
What qualifications does Richard Felice have?
Richard holds a Bachelor of Commerce from the University of Wollongong, a Certified Financial Planner designation, and a Graduate Diploma of Financial Planning. He is also ASX Listed Products Accredited. He continually updates his knowledge to provide the best possible advice.
What is the process for working with Richard Felice?
The process typically begins with an initial consultation to understand your financial situation and goals. Richard will then develop a personalized financial plan, implement the strategies, and provide ongoing support and reviews to ensure you stay on track.
What can I expect from a consultation with Richard Felice?
During a consultation, you can expect a thorough assessment of your financial situation, a discussion of your goals, and a clear explanation of potential strategies to achieve them. Richard will answer your questions and provide you with a roadmap for your financial future.
How can Richard Felice help me with my retirement planning?
Richard can help you develop a comprehensive retirement plan, including strategies for maximizing your superannuation, generating retirement income, and managing your investments to ensure a comfortable and secure retirement.
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